Weekly thought on $IBIO

This week, my account transfer is completed and I was able to get back into action.  The first thing I did was to buy back $IBIO before news on IND filing is released.  Missing $IBIO is by far my biggest concern when I’m out of the position.  This tell you how much I believe in the company and its proprietary plant-based protein expression technologies.  As mentioned in the previous post, I became more conscious of global warming after watching Netflix’s Chasing Coral.  The earth is warming up year after year and it is not a temporary phenomenon as I used to think.  The last extremely cold winter and recent “burn-your-skin” hot summer heat wave are beginning to raise my concern about our current climate dilemma.  So I googled “global climate change and infectious diseases” and found articles.  Although some articles are dated, the information are still relevant and recent Zika and Yellow-Fever outbreak confirmed prediction described by the articles.  Below are a few examples with excerpts to emphasize my concern:

  1. Global Climate Change and Infectious Diseases
    1. Insect vectors tend to be more active at higher temperatures. For example, tropical mosquitoes such as anopheles species, which transmit malaria, require temperatures above 16°C to complete their life cycles”
    2. “Like vectorborne diseases, waterborne infectious diseases are also strongly affected by climate. During times of drought, water scarcity results in poor sanitation, and much of the population can be exposed to potentially contaminated water.”
    3. There are some widely cited examples suggesting that climate change has already resulted in the introduction of certain infectious diseases into previously unaffected geographic areas.”
  2. How Climate Change Is Exacerbating the Spread of Disease
    1. “The accelerating ebola epidemic in West Africa, which the World Health Organization (WHO) has called “unprecedented,” has so far killed more than half the 3,069 people who contracted the disease in Liberia, Sierra Leone, Guinea and Nigeria.”
    2. According to the United States Agency for International Development, ‘nearly 75 percent of all new, emerging, or re-emerging diseases affecting humans at the beginning of the 21st century are zoonotic’ —meaning they originate in animals. These include AIDS, SARS, H5N1 avian flu and the H1N1 flu. More and more wild animals, which may have carried diseases without effect for years, are coming into contact with humans, often because of deforestation.”
    3. “The WHO has warned that contagious diseases are on the increase as a result of “the combined impacts of rapid demographic, environmental, social, technological and other changes in our ways-of-living. Climate change will also affect infectious disease occurrence.” A number of diseases well known to be climate-sensitive, such as malaria, dengue fever, West Nile virus, cholera and Lyme disease, are expected to worsen as climate change results in higher temperatures and more extreme weather events.”
  3. Global warming and infectious disease
    1. “The ability of mankind to react or adapt is dependent upon the magnitude and speed of the change. The outcome will also depend on our ability to recognize epidemics early, to contain them effectively, to provide appropriate treatment, and to commit resources to prevention and research.”

Notice that the last paragraph above, “The outcome will also depend on our ability to recognize epidemics early, to contain them effectively, to provide appropriate treatment, and to commit resources to prevention and research.”  It is my 2 cents that IBIO will become VERY relevant sooner than later when infectious diseases exacerbated by global warming become out of control in coming years.

What other technologies besides plant-based protein expression technologies that can produce protein expression/vaccine quickly and cheaply in a state of emergency?

Of course, some may think I’m being paranoid but if you take a minute to stand outside under the sun and feel the heat wave, you’ll notice a slight menace to the heat that you haven’t felt before.

The other major reason why I like iBIO besides what I mentioned above is IBIO-CFB03 discovered by Dr. Carol A. Feghali-Bostwick.  Below is copy/pasted from my previous post:

  1. I trust Dr. Carol A. Feghali-Bostwick’s discovery (watch video from link here: http://www.sclerodermavideo.com/mobile/vidsmobi1.htm)
  2. IBIO-CFB03 worked on human skin. Thus, the probability of success is far superior than pre-clinical tests that worked on mice only.
  3. Discussion with FDA led to the possibility of conducting a combo Phase I and II trials together that will allow IBIO to test IBIO-CFB03 on patients afflicted with the deadly fibrosis diseases. So the result of its efficacy will be known after the first trial.
  4. IBIO plant-based technologies allows IBIO-CFB03 to be produced cheaply and economically so that insurance will not have issue paying for the treatment
  5. The only downside is the time it takes for IBIO to file the IND application to kick off the Phase I & II combo trial. Obviously, the long period of waiting has unnerved quite a few investors.

Now that I bought back $IBIO, I’ll be keeping an eye on $AMRN, $CARA, $HIMX, and $PI to see if  I can buy them back at bargain price.  I actually bought and sold $PI on Friday after the big drop from disappointing 3rd quarter guidance.  I want to see if there is any more downside to $PI before building a position.

Thanks to slight gain from $IBIO position and day-trading gain from $PI, my port gained a bit for the week.

Current positions:

Main port: IBIO  (up 26% YTD)

Trading port: MENXF IBIO

My 2 cents

From my camera:


Categories: trading journal

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